Invesco Municipal Opportunity Trust
VMO- Exchange
- NYSE
- SEC CIK
- 0000884152
No open-market purchases or sales by Invesco Municipal Opportunity Trust insiders were filed in the last 90 days; 110 institutions reported holding it in 13F filings for Q2 2026, worth $165.8M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Invesco Municipal Opportunity Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 117
- +1 vs. Q3 2024
- Shares held
- 22.3M
- +366.9K (+1.7%) vs. Q3 2024
- Total value
- $216.7M
- −$8.03M (−3.6%) vs. Q3 2024
- New holders
- 18
- 41 more added
- Sold out
- 17
- 20 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $165.8M |
| Q1 2026 | 106 | $169.9M |
| Q4 2025 | 112 | $184.7M |
| Q3 2025 | 102 | $182.5M |
| Q2 2025 | 106 | $181.5M |
| Q1 2025 | 109 | $195.2M |
| Q4 2024 | 117 | $216.7M |
| Q3 2024 | 119 | $232.3M |
| Q2 2024 | 115 | $248.1M |
| Q1 2024 | 115 | $239.1M |
| Q4 2023 | 116 | $226.5M |
| Q3 2023 | 111 | $172.1M |
| Q2 2023 | 109 | $188.4M |
| Q1 2023 | 105 | $186.4M |
| Q4 2022 | 109 | $183.0M |
| Q3 2022 | 106 | $140.6M |
| Q2 2022 | 108 | $157.5M |
| Q1 2022 | 107 | $145.7M |
| Q4 2021 | 88 | $187.7M |
| Q3 2021 | 92 | $185.9M |
| Q2 2021 | 89 | $188.7M |
| Q1 2021 | 92 | $178.9M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,275,300 | $41.6M | 2.00% | +1,907,773+80.6% | Added |
| Saba Capital Management, L.P. | 2,180,578 | $21.2M | 0.53% | −4,039,762−64.9% | Reduced |
| Robinson Capital Management, LLC | 1,697,121 | $16.5M | 6.66% | +519,405+44.1% | Added |
| Sit Investment Associates Inc | 1,373,565 | $13.4M | 0.30% | −118,827−8.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,321,665 | $12.8M | 0.58% | −182,757−12.1% | Reduced |
| Karpus Management, Inc. | 1,200,132 | $11.7M | 0.34% | +50,506+4.4% | Added |
| UBS Group AG | 1,092,008 | $10.6M | 0.00% | +45,861+4.4% | Added |
| Guggenheim Capital LLC | 945,263 | $9.19M | 0.08% | +307,338+48.2% | Added |
| Raymond James Financial Inc | 781,661 | $7.60M | 0.00% | +781,661 | New |
| Fiera Capital Corp | 567,069 | $5.51M | 0.02% | +10,210+1.8% | Added |
| Pathstone Holdings, LLC | 560,843 | $5.45M | 0.02% | +435,525+347.5% | Added |
| Van Eck Associates Corp | 507,362 | $4.93M | 0.01% | +21,173+4.4% | Added |
| Morgan Stanley | 474,255 | $4.61M | 0.00% | −14,982−3.1% | Reduced |
| LPL Financial LLC | 452,242 | $4.40M | 0.00% | +308,518+214.7% | Added |
| Rareview Capital LLC | 288,132 | $2.96M | 2.14% | +127,963+79.9% | Added |
| Ameriprise Financial Inc | 299,320 | $2.64M | 0.00% | +184,317+160.3% | Added |
| Whitebox Advisors LLC | 254,394 | $2.47M | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 245,579 | $2.39M | 0.01% | +46,893+23.6% | Added |
| Wells Fargo & Company | 208,405 | $2.03M | 0.00% | −10,461−4.8% | Reduced |
| Mackay Shields LLC | 205,338 | $2.00M | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 201,656 | $1.96M | 0.00% | +84,593+72.3% | Added |
| Wakefield Asset Management LLLP | 186,575 | $1.81M | 0.61% | +615+0.3% | Added |
| Advisors Asset Management, Inc. | 153,017 | $1.49M | 0.03% | +153,017 | New |
| Invesco Ltd. | 151,366 | $1.47M | 0.00% | −11,265−6.9% | Reduced |
| JFS Wealth Advisors, LLC | 145,070 | $1.41M | 0.10% | +162+0.1% | Added |
| Goldman Sachs Group Inc | 134,945 | $1.31M | 0.00% | +4,365+3.3% | Added |
| Garner Asset Management Corp | 117,254 | $1.14M | 0.53% | +1,507+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 116,823 | $1.14M | 0.00% | +7,665+7.0% | Added |
| Steward Partners Investment Advisory, LLC | 115,193 | $1.12M | 0.01% | +13,364+13.1% | Added |
| Gridiron Partners, LLC | 90,638 | $881.0K | 0.56% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 90,170 | $876.5K | 0.04% | +6,939+8.3% | Added |
| Stratos Wealth Advisors, LLC | 87,051 | $846.1K | 0.04% | −7,080−7.5% | Reduced |
| Westchester Capital Management, LLC | 84,363 | $820.0K | 0.05% | −12,095−12.5% | Reduced |
| Nuveen Asset Management, LLC | 77,986 | $758.0K | 0.00% | +8,600+12.4% | Added |
| Rothschild Investment LLC | 68,707 | $667.8K | 0.04% | −90−0.1% | Reduced |
| Independent Advisor Alliance | 65,841 | $640.0K | 0.01% | +65,841 | New |
| Absolute Investment Advisers LLC | 63,600 | $618.2K | 0.08% | +4,900+8.3% | Added |
| Bank of New York Mellon Corp | 63,528 | $617.5K | 0.00% | +39,155+160.6% | Added |
| Petra Financial Advisors Inc | 57,440 | $558.3K | 0.38% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 55,913 | $543.0K | 0.00% | +769+1.4% | Added |
| GWM Advisors LLC | 53,428 | $519.3K | 0.00% | +4,303+8.8% | Added |
| Dakota Wealth Management | 45,894 | $446.1K | 0.01% | +945+2.1% | Added |
| Melfa Wealth Management, LLC | 43,406 | $421.9K | 0.28% | +22+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 43,363 | $421.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 42,924 | $417.2K | 0.00% | +40.0% | Added |
| Bank of Montreal | 39,745 | $386.3K | 0.00% | +1,578+4.1% | Added |
| Planning Alternatives Ltd | 39,000 | $379.1K | 0.06% | 00.0% | Unchanged |
| Marex Group plc | 38,700 | $376.2K | 0.01% | +38,700 | New |
| Janney Montgomery Scott LLC | 38,618 | $375.0K | 0.00% | +14,397+59.4% | Added |
| Royal Bank of Canada | 37,978 | $369.0K | 0.00% | +5,394+16.6% | Added |
| Wealth Alliance Advisory Group, LLC | 36,600 | $355.8K | 0.08% | +36,600 | New |
| Advisor Group Holdings, Inc. | 34,459 | $335.0K | 0.00% | −173,289−83.4% | Reduced |
| Quarry LP | 32,500 | $315.9K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 30,152 | $293.1K | 0.00% | −6,722−18.2% | Reduced |
| StoneX Group Inc. | 30,055 | $292.1K | 0.02% | +30,055 | New |
| Landscape Capital Management, L.L.C. | 29,793 | $289.6K | 0.03% | +29,793 | New |
| APCM Wealth Management for Individuals | 28,550 | $277.5K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 27,818 | $270.4K | 0.00% | −3,547−11.3% | Reduced |
| Concurrent Investment Advisors, LLC | 26,140 | $254.1K | 0.01% | −311−1.2% | Reduced |
| Brown Advisory Inc | 25,511 | $248.0K | 0.00% | +1,450+6.0% | Added |
| Insight Wealth Strategies, LLC | 25,383 | $246.7K | 0.03% | +25,383 | New |
| Riverbridge Partners LLC | 23,278 | $226.3K | 0.00% | −873−3.6% | Reduced |
| Aristides Capital LLC | 21,780 | $211.7K | 0.07% | +21,780 | New |
| Summit Financial Wealth Advisors, LLC | 21,500 | $210.9K | 0.04% | −630−2.8% | Reduced |
| Nomura Holdings Inc | 20,746 | $201.7K | 0.00% | +20,746 | New |
| Live Oak Private Wealth LLC | 20,000 | $194.4K | 0.03% | +20,000 | New |
| Charter Trust Co | 19,795 | $192.4K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,572 | $190.2K | 0.00% | +2,116+12.1% | Added |
| Simon Quick Advisors, LLC | 19,538 | $189.9K | 0.01% | +989+5.3% | Added |
| Shufro Rose & Co LLC | 18,500 | $179.8K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,913 | $164.4K | 0.00% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 15,649 | $152.1K | 0.05% | +15,649 | New |
| Kercheville Advisors, LLC | 15,067 | $146.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,000 | $145.8K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $140.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,327 | $139.3K | 0.00% | −299−2.0% | Reduced |
| RSM US Wealth Management LLC | 13,826 | $133.0K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,937 | $125.7K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,544 | $121.9K | 0.01% | +12,544 | New |
| Blue Bell Private Wealth Management, LLC | 12,389 | $120.4K | 0.02% | −2,212−15.1% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $120.4K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 12,307 | $119.6K | 0.00% | −106−0.9% | Reduced |
| WMG Financial Advisors, LLC | 11,988 | $116.5K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,681 | $113.5K | 0.00% | +11,681 | New |
| Moody National Bank Trust Division | 11,375 | $110.6K | 0.01% | +1,256+12.4% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $106.9K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,853 | $105.5K | 0.00% | +44+0.4% | Added |
| Gill Capital Partners, LLC | 10,189 | $99.0K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 10,111 | $98.3K | 0.00% | +61+0.6% | Added |
| Tradewinds Capital Management, LLC | 9,891 | $96.1K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,491 | $82.5K | 0.00% | +7,386+668.4% | Added |
| Harbour Investments, Inc. | 7,746 | $75.3K | 0.00% | −2,200−22.1% | Reduced |
| Compass Wealth Management LLC | 6,831 | $66.4K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,366 | $61.9K | 0.00% | +5,720+885.4% | Added |
| Cullen/Frost Bankers, Inc. | 5,167 | $50.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $41.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,171 | $21.1K | 0.00% | −11,790−84.4% | Reduced |
| Fortitude Family Office, LLC | 2,000 | $19.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,830 | $18.0K | 0.00% | +1,830 | New |
| Mascoma Wealth Management LLC | 1,411 | $13.7K | 0.00% | 00.0% | Unchanged |